# GBM WEALTH MANAGEMENT, INC.

GBM WEALTH MANAGEMENT, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 145049
- Type: SEC-registered investment adviser
- SEC file number: 801-129803
- Location: 2700 POST OAK BLVD, SUITE 1110, HOUSTON, TX, 77056
- Phone: (281) 745-9100
- Latest filing: 2026-06-10
- Regulatory AUM: $346.4M
- Discretionary AUM: $306.8M
- Non-discretionary AUM: $39.6M
- Clients: 10
- Accounts: 546

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Raymundo Cobo Avila | PRESIDENT | — |
| Pamela Reynoso | CHIEF COMPLIANCE OFFICER | — |
| Samantha Marie Eaton | PRINCIPAL | — |
| Jose Roberto Macouzet | CHIEF EXECUTIVE OFFICER | — |
| MACOUZET JOSE ROBERTO | CHIEF EXECUTIVE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| REYNOSO PAMELA | CHIEF COMPLIANCE OFFICER | — |
| EATON JANET MARIE | CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| COBO AVILA RAYMUNDO | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (12)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-12-21 | regulatory | IT FAILED TO ESTABLISH AND IMPLEMENT AN ANTI-MONEY LAUNDERING (AML) PROGRAM THAT COULD REASONABLY BE EXPECTED TO DETECT AND CAUSE THE REPORTING OF SUSPICIOUS ACTIVITY. | Final | $250K |
| 2017-09-28 | regulatory | THE FIRM FAILED TO TRANSMIT REPORTABLE ORDER EVENTS (ROES) TO ORDER AUDIT TRAIL SYSTEM (OATS). | Final | $15K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145049/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145049/similar
- Related entities: https://search.stillhousedata.com/firm/145049/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145049

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.